SARS eFiling Setup Checklist
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Registration Steps
Visit sarsefiling.co.za. Click Register. Enter your ID and tax number. Create username and password. Verify via OTP. Complete security questions.
Profile Verification
Update your contact details. Verify your banking details with proof documents. Link any tax types you need (provisional tax, VAT). Set up eFiling notifications.
Security Setup
Enable SMS or email notifications for all correspondence. Use a strong unique password. Never share your login details. Log out after each session.
Frequently Asked Questions
How long must I keep these documents?
SARS requires you to keep all tax-related documents for at least 5 years from the date of assessment.
Can Admin Boss help me prepare?
Yes. Admin Boss is a registered tax practice that can help organise your documents and ensure nothing is missed. Visit adminboss.co.za/need-more-info/.
What happens if I miss a document?
Contact the issuer and request a duplicate. For bank statements, download from online banking. Missing documents may result in denied deductions.
Need Help With Your Tax?
Admin Boss is a registered tax practice with over 20 years of experience helping South African individuals and businesses navigate SARS.